Why Unified Interface is now the Mainline Experience for Dynamics 365

The responsive Unified Interface was introduced in Dynamics 365 v9.0 and this is now the only interface for Dynamics 365 mobile apps and the Dynamics app for Outlook. It is also the default experience for new instances.

But at the current time most existing users continue to experience Dynamics within the classic web interface from desktop computers.

That’s because critical gaps existed between the old and new interfaces where some familiar Dynamics processes and functions weren’t available within the Unified Interface which proved an obvious barrier to adoption.These gaps have now largely closed through subsequent Microsoft updates and as a result Dynamics customers are increasingly looking to explore and enable the new interface. 

Microsoft’s stated goal is to make the Unified Interface the only client interface across all Dynamics 365 customer engagement apps.

New capabilities are continually being added the new interface which aren't available in the legacy web UI. With Microsoft’s product development almost exclusively concentrated on enhancing the new experience the legacy interface is starting to fall behind.

Today, the legacy web UI and the new Unified Interface co-exist but at some future point Microsoft will switch off this side by side arrangement and migrate all Dynamics instances across to the Unified Interface.

Following the recent improvements that Microsoft has made to the Unified Interface this now offers the mainline experience. While the new UI is not automatically the best solution for every customer scenario at the current time in many instances this will now provide users with an improved experience through additional controls and extended capabilities that aren't possible using the classic web UI.

To demonstrate its wider benefits, in our recent webinar we shared 8 reasons for moving to the Unified Interface now.

Some highlights that we featured include:

  • Adding mobile-friendly custom controls for dials, switches and other controls to forms and guided process flows
  • More efficient display of guided process flows including new controls to pin / dock processes that keeps important detail on screen when scrolling through a record
  • Embed full Power BI dashboards within Dynamics 365 to discover new insights
  • Add powerful additional functionality by embedding canvas PowerApps within Dynamics 365 forms to create rich visual areas and connect and display data from hundreds of data sources - without any coding involved
  • Flattened timeline replaces the social pane to show all record activity detail in a single pane with filter controls across record types and date ranges
  • Quickly access contextual entities through a dynamic related entities tab
  • Office style profile cards show key detail about users and contacts stored in the Common Data Service from any Dynamics 365 lookup field that references these records 
  • Better display of fields enables more record detail to be shown on screen
  • Tighter integration with Sales Navigator within records helps users surface LinkedIn detail through contextual insights
  • Increased visibility of AI-driven relationship assistant insights across contacts, leads and opportunities to prompt user action

Watch the recorded presentation now...

Migrating to the Unified Interface  

Enabling the Unified Interface should be carefully planned to understand the impact of this implementing within a Dynamics 365 environment and how best to utilize its capabilities. 

Preact offers consultancy to support administrators through this process as well as training for the management of the Unified Interface. 

Contact us to find out more about the new UI and how this can be effectively implemented within your organisation.

RELATED: Unified Interface Frequently Asked Questions

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